Julie Glade
Joliet,IL
Summary
Successful banker talented at leading strong teams, increasing business, and maximizing profitability. Effective at building lasting relationships with clients, exceeding sales goals, and providing excellent customer service.
Overview
11
11
years of professional experience
Work History
Private Client Banker
JPMorgan Chase Bank, N.A.
09.2014 - Current
- Responsible for managing and deepening relationships with high net worth clients.
- Collaborate as a team with the Private Client Advisor to provide exceptional customer service.
- Attend daily meetings with branch partners to review book of business and develop plans for growing potential relationships.
- Open and maintain accounts, recommending beneficial products, partner with lending specialists, and generate growth in balances.
- Responsible for daily prospecting of new clients.
- Interact directly through referrals from co-workers to provide Private Client benefits to qualified clients and onboard those to the Private Client Program.
- Attend yearly FINRA CE in order to maintain the Series 6, Series 63, and Life Insurance Licenses.
- Attend weekly controls meetings to review policy and procedures for yearly audits.
Server
Catch 35
06.2022 - Current
- Responsible for providing friendly, efficient, and knowledgeable service in a fast paced environment.
- Skilled at anticipating, identifying, and fulfilling guests needs as well as accommodating special orders.
- Apply patience, courtesy, multi-tasking, and problem solving skills in all actions to provide outstanding customer service.
- Work as a teammate to ensure customers are taken care of in a timely manner.
- Responsible for training new employees on POS System, teamwork, and company culture.
Server
Capri Sogno
02.2019 - 06.2022
- Responsible for providing fast, friendly, and organized service.
- Apply problem solving skills in all actions to provide outstanding customer service while serving food and drinks.
- Assist guests in order selection by providing drink and entree specials and recommendations based on customer preferences.
- Up-sell all menu items in an informative manner to increase sales.
- Work as a teammate to ensure food and beverages are delivered in a timely manner.
Teller Line Supervisor
West Suburban Bank
07.2013 - 09.2014
- Responsible for a teller line staff of seven and supervised their daily activity to ensure teller area performance.
- Researched and resolved complex issues involving transactions and customer service to prevent customer dissatisfaction.
- Maintained a cash vault, 8 cash drawers, a coin machine, and 2 ATMs.
- Attended weekly meetings with the Branch Manager and assisted in the hiring process of new tellers.
- Trained employees to actively identify and cross-sell products and services that best match customer needs.
- Created a positive team environment by modeling professional behaviors and implementing 360 degree coaching.
- Responsible for the monthly audits of all cash drawers, vaults, and ATMs.
Education
Associate of Arts - Business
Joliet Junior College
Joliet, IL2017
Skills
- Team leadership
- Strong communication skills
- Superior time management
- Strong conflict resolution skills
- Highly organized with superior attention to details
- Goal-Oriented
- Training and mentoring
Licenses
- Series 6 - 06/23/2015
- Series 63 - 07/06/2015
- Illinois Insurance Producer License Number: 17672954
Life - 08-03-2015
Variable Contracts - 08/11/2015
Timeline
Server
Catch 35
06.2022 - Current
Server
Capri Sogno
02.2019 - 06.2022
Private Client Banker
JPMorgan Chase Bank, N.A.
09.2014 - Current
Teller Line Supervisor
West Suburban Bank
07.2013 - 09.2014
Associate of Arts - Business
Joliet Junior College
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